Upload your Interactive Brokers Activity Statement and we reformat it — extracting dividends, withholding tax, capital gains, and open positions into structured tables ready to hand to your accountant or paste into your tax return. We read your file and reformat it. That's it.
TaxForm Pro is completely free while we're in beta. Register now and get 10 free processing credits — enough to process ten full years of statements. No credit card required. Create your account →
One upload extracts all data points required for your annual EU tax return — in minutes, not hours.
Grouped by source country and currency, with EUR totals using official ECB exchange rates. Withholding tax matched per company.
All closed stock positions with proceeds, cost basis, and P/L in both native currency and EUR.
EU market detection includedClosed options positions with realised P/L per contract, converted to EUR at the transaction date rate.
End-of-period holdings with cost basis and market value in EUR. Includes last transaction date for each instrument.
Instruments listed and executed on EU regulated markets (MiFID II) are highlighted — relevant for capital gains tax treatment in many EU jurisdictions.
Uses Trade Confirmation execution dataDownload each section as a CSV for your accountant or to paste directly into your national tax authority's online portal.
TaxForm Pro reads every file Interactive Brokers can produce — including PDF Trade Confirmation reports.
Your main IB statement. Contains all trades, dividends, withholding tax, and positions.
Alternative format for the Activity Statement when your broker exports in HTM instead of CSV.
Adds execution venue data for accurate EU regulated market classification. Upload up to two (e.g. for sub-accounts).
HTM Trade Confirmation reports are more complete than PDF. Use PDF only when HTM is unavailable.
In IB Client Portal: Performance & Reports → Statements → Activity Statement, export as CSV. Optionally download Trade Confirmation as HTM or PDF for execution venue data.
Upload your Activity Statement (required) and up to two Trade Confirmation files in HTM or PDF format (optional). Processing takes a few seconds.
Review the extracted tables on screen and download CSVs for each section. Use the figures to complete your annual income tax return.
TaxForm Pro is document processing software. It reads the file your broker already produced, reorganises the rows it finds, and presents them in a format that is easier to read and hand to your accountant.
Disclaimer: TaxForm Pro is a document formatting tool. All output is derived directly from the data in your uploaded file — we do not interpret, advise on, or modify the underlying figures. Consult a qualified tax professional or your national tax authority for advice on your specific tax obligations.
TaxForm Pro is completely free while we're in beta. Register now and get 10 processing credits at no cost.
Full access during the beta period. No credit card required, ever.
Your financial data stays private. Always.